1,291 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 303 funds opening new positions, 529 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% more call options, than puts

Call options by funds: $4.39B | Put options by funds: $3.5B

15% more funds holding

Funds holding: 1,1271,291 (+164)

2.49% more ownership

Funds ownership: 77.65%80.14% (+2.5%)

Holders
1,291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.39B
Puts
$3.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
Spire Wealth Management
Virginia
$482K
AFG
852
Atomi Financial Group
New York
$478K
FNBT
853
FineMark National Bank & Trust
Florida
$478K
CW
854
CreativeOne Wealth
Kansas
$475K
GAA
855
Global Assets Advisory
Florida
$471K
RFN
856
Redwood Financial Network
Ohio
$467K
MGIA
857
Moneta Group Investment Advisors
Missouri
$465K
WPC
858
Wedmont Private Capital
Pennsylvania
$463K
PFGIA
859
Patriot Financial Group Insurance Agency
Massachusetts
$462K
CLOS
860
Compagnie Lombard Odier SCmA
Switzerland
$457K
STA
861
Summit Trail Advisors
New York
$456K
HBW
862
Hazlett, Burt & Watson
West Virginia
$456K
NFG
863
Nations Financial Group
Iowa
$455K
GAM
864
Grandview Asset Management
Pennsylvania
$454K
SXL
865
Summit X LLC
Missouri
$453K
CA
866
Claro Advisors
Massachusetts
$452K
LWM
867
Liberty Wealth Management
California
$452K
HFAS
868
Hummer Financial Advisory Services
Illinois
$449K
CGH
869
Crossmark Global Holdings
Texas
$449K
GWM
870
Geneos Wealth Management
Colorado
$449K
CA
871
CoreCap Advisors
Michigan
$446K
SYBT
872
Stock Yards Bank & Trust
Kentucky
$443K
MMC
873
Mizuho Markets Cayman
Cayman Islands
$441K
GAM
874
Guinness Asset Management
United Kingdom
$439K
BIG
875
Brookwood Investment Group
Arizona
$438K